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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,964 | $131,835-81.8% | $108,582-77.9% | $273,972-91.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.22% | -91.57%+98.8pp | -51.70%+58.9pp | 41.46%-34.2pp |
| Employer contribution / active EE | $2,083 | $4,913-57.6% | $3,758-44.6% | $4,869-57.2% |
| Participant deferral / active EE | $2,091 | $5,127-59.2% | $4,311-51.5% | $5,287-60.4% |
| Admin fee / account holder | $245 | $10,253-97.6% | $7,645-96.8% | $10,133-97.6% |